The Rosamond Financial Group Wealth Management, LLC
The Rosamond Financial Group Wealth Management, LLC (CRD# 290902) is a financial advisory firm headquartered in Marble Falls, TX. They manage $54,392,383 in 257 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Rosamond Financial Group Wealth Management, LLC
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$211,644
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at The Rosamond Financial Group Wealth Management, LLC
1
Preston Rosamond (CRD# 4343488) is a Registered Investment Advisor in Marble Falls, TX and has over 18 years of experience in the finance industry.
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